Advisor Partners II’s Lloyds Banking Group LYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$530K Buy
249,040
+3,764
+2% +$8.02K 0.02% 695
2023
Q2
$540K Sell
245,276
-30,763
-11% -$67.7K 0.03% 578
2023
Q1
$640K Buy
276,039
+37,632
+16% +$87.3K 0.04% 473
2022
Q4
$524K Sell
238,407
-11,134
-4% -$24.5K 0.03% 506
2022
Q3
$447K Buy
+249,541
New +$447K 0.03% 492